Rands Trucking, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Rands Trucking, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rands Trucking, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Rands Trucking, Inc. under EIN 39-1563798 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $7,690,942 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rands Trucking, Inc.
EIN
39-1563798
Plan number
001
Plan type
2
Location
Ladysmith, WI
Latest filing year
2023
Participants
196
End-of-year plan assets
$7,690,942

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20240903143822NAL0019026385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,690,942
Total liabilities (EOY)
$0
Net assets (EOY)
$7,690,942
Net assets (BOY)
$8,175,755

Income & contributions

Employer contributions
$129,232
Participant contributions
$343,775
Total contributions
$473,007
Total income / additions
$1,536,164

Expenses & distributions

Benefits paid
$1,995,843
Administrative expenses
$25,134
Total expenses
$2,020,977
Net increase / (decrease)
-$484,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth ManagementINVESTMENT ADVISOR$17,943not reported in the loaded dataset2023
Wipfli LlpRECORDKEEPER$6,948not reported in the loaded dataset2023

Related Form 5500 pages